Add a one-off note to a client record.

Not all notes are necessarily tied to a session; sometimes, you may need to add a one-off note about a Client. To do so on the Client record page, select the "Summary" tab, and you will see a "+ Add" dropdown on the left hand of the section, select "Note." You will be presented with a note modal from which you can choose any note type you would like to add.

Once you have added your note and signed it, it will appear in the summary section on that Client record page.